Palumbo Wealth Management offers wealth management services, which include personalized investment management and comprehensive financial planning for individuals, families, trusts, estates, businesses, and retirement plans. Palumbo Wealth Management builds custom portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, and may also utilize options, private investments, and independent managers when appropriate. The firm follows a primarily long-term investment strategy based on fundamental and technical analysis, while tailoring portfolios to each client's specific financial goals, time horizon, and risk tolerance. Palumbo Wealth Management also provides retirement plan advisory services to business plan sponsors. The firm requires a minimum relationship size of $500,000, which can be adjusted at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Advisory fees range from 0.15% to 1.75% annually based on factors such as services offered, complexity, and total assets managed. Fees may be negotiable.